Cause IQ vendor profile

Fidelity Inv. Inst. Operations Co.


Fidelity Inv. Inst. Operations Co. is a firm that provides investment management, administrative support, and third party administration to nonprofit clients. They primarily provide their services regionally, with most clients in Missouri, District of Columbia, New Hampshire, New York, Oregon, and Virginia (although they are present in other states as well).

Most Fidelity Inv. Inst. Operations Co. clients are colleges, universities, and professional schools, scientific research and development services, assisted living and continuing care retirement communities, other residential care facilities, child and youth services, and trade associations with revenues ranging from $147 million to $1.2 billion.

Previous legal names, trade names, or just variations of their name include: Fidelity Inv Inst Operations.

Identified clients:
8
Avg client size:
$1.9 bil revenue
Median client size:
$634 mil revenue

Fidelity Inv. Inst. Operations Co. client list

 NameTypeLocation
1Association of American Medical Colleges501(c)(3)Washington, DC
2Saint Johns University (SJU)501(c)(3)Jamaica, NY
3Saint Louis University (SLU)501(c)(3)Saint Louis, MO
4Noblis501(c)(3)Reston, VA
5Familyforward / Children's Home Society of Missouri (CHS)501(c)(3)Saint Louis, MO
6Trustees of Dartmouth College501(c)(3)Hanover, NH
7Pacific Retirement Services (PRS)501(c)(3)Medford, OR
8Family Resource Center501(c)(3)Saint Louis, MO

Fidelity Inv. Inst. Operations Co. competitors

Competitors to Fidelity Inv. Inst. Operations Co. in the nonprofit sector include Cammack Larhette Advisors, Fid Inv Inst Ops Company, Towers Watson Delaware, Inc., Alight Solutions LLC, The Retirement Advantage, Inc, State Street Bank and Trust, Mercer, Capital Blue Cross, Definiti, LLC, and Optum RX Inc.

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